Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
619,333
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
237,610
shares
|
$5.33 Million
0.2% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
189,019
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
173,920
shares
|
$3.9 Million
1.59% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
166,611
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
137,902
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
134,043
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 43.63%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
127,027
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 62.94%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
81,209
shares
|
$1.82 Million
0.93% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
70,770
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
60,140
shares
|
$1.35 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
50,092
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
50,078
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
47,750
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 29.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
41,997
shares
|
$942,832
0.0% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
34,308
shares
|
$770,214
0.0% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
33,704
shares
|
$756,654
0.04% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
33,424
shares
|
$750,368
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
32,207
shares
|
$723,047
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$663,038
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
24,645
shares
|
$553,280
0.01% of portfolio
|
Q3 2025
Added 44.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,555
shares
|
$551,259
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
22,292
shares
|
$500,455
0.0% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,533
shares
|
$483,415
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
21,050
shares
|
$472,572
0.15% of portfolio
|
Q1 2025
Reduced 0.94%
|
|